Top 10 advisors in West Conshohocken
We’ve curated a list of the best financial advisors in West Conshohocken, take a look at it below
Find an advisor in West Conshohocken| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $29,855,724,984 | 193 advisors | ||
| 2 | $18,108,704,692 | 100 advisors | ||
| 3 | $3,529,725,596 | 0 advisors | ||
| 4 | $2,499,663,788 | 27 advisors | ||
| 5 | $1,602,928,636 | 16 advisors | ||
| 6 | $1,481,025,633 | 10 advisors | ||
| 7 | $1,022,510,872 | 10 advisors | ||
| 8 | $920,824,748 | 76 advisors | ||
| 9 | $686,427,537 | 12 advisors | ||
| 10 | $527,539,989 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in West Conshohocken, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case West Conshohocken. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Morgan Stanley Aip Gp Lp
Assets under management
$29,855,724,984
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Hirtle, Callaghan & Co., LLC
Assets under management
$18,108,704,692
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
3. Hc Capital Partners, LLC
Assets under management
$3,529,725,596
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
4. Sage Financial Group Inc.
Assets under management
$2,499,663,788
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
5. Tower Bridge Advisors
Assets under management
$1,602,928,636
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
6. Fairmount Funds Management LLC
Assets under management
$1,481,025,633
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Beach Investment Counsel, Inc
Assets under management
$1,022,510,872
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
8. 1914 Advisors
Assets under management
$920,824,748
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
9. Baldwin Investment Management, LLC
Assets under management
$686,427,537
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Permit Capital, LLC
Assets under management
$527,539,989
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Your first meeting is free.